Wilbanks Smith & Thomas Asset Management LLC Jp Morgan Diversified Return I Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-258 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	258 New	258 $15,000

Others Institutions Holding JPIN

# of Institutions

106

Shares Held

4.18M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

583K
Shares

$34 Million
0.07% of portfolio
Ubs Group Ag

570K
Shares

$33.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

309K
Shares

$18 Million
0.0% of portfolio
Cerity Partners LLC New York, NY

239K
Shares

$14 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

232K
Shares

$13.5 Million
0.0% of portfolio

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